AMVGX Mutual Fund Analysis & Holdings | MarketXLS

AMVGX Mutual Fund

NAV$17.27

AUM$30M

TER0.77%

Holdings133

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AMVGX Mutual Fund

NAV$17.27

American Century Mid Cap Value Fund Class R5

AUM$30M

TER0.77%

Holdings133

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AMVGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AMVGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AMVGX Mutual Fund Overlap Analysis

AMVGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AMVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, AMVGX may share significant positions with broad-market funds.

AMVGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMVGX tax-loss harvesting finds highly correlated but non-identical funds.